Oak Trust

Oak Trust was a multi-family office based in London, Canada. Founded in 2004, the firm provided estate, trust, and wealth management services to its clients. The firm also specialized in family office services including wealth preservation, administrative services, wealth accumulation, and personal support services. The assets of the firm were managed by the executive management team. In April 2020, it was acquired by Raymond James Ltd. so it does not exist anymore and is no longer tracked by PitchBook.